Summary
Overview
Work History
Education
Certification
Personal Information
Timeline
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Srinivasan CS

Chartered Accountant
Thrissur

Summary

Results-driven Chartered Accountant with over 6 years of comprehensive experience in financial management, auditing, and tax compliance. Demonstrated expertise in optimizing financial processes, enhancing reporting accuracy, and ensuring regulatory adherence. Seeking a challenging position in a Dynamic Organization to utilize analytical skills, meticulous attention to detail, and in-depth knowledge of accounting standards, regulatory frameworks & risk management to contribute to the Organization's Success.

Analyze financial data to identify trends, variances, and opportunities for improvement. Utilize advanced financial modeling techniques to support strategic decision-making and optimize resource allocation. Ensure adherence to local, national, and international tax regulations. Develop and implement effective tax strategies to minimize liabilities and optimize tax benefits for individuals and businesses. Conduct thorough audits to assess the accuracy of financial statements and internal controls. Provide assurance services to enhance the credibility of financial reporting and ensure compliance with auditing standards. Prepare accurate and timely financial reports in accordance with accounting standards and regulatory requirements. Ensure transparency and clarity in financial disclosures to support stakeholders' decision-making. Develop detailed budgets and forecasts to guide financial planning and performance management. Monitor budget variances and adjusts forecasts to reflect changing business conditions. Identify, assess, and mitigate financial risks to protect organizational assets. Implement robust risk management frameworks and policies to ensure long-term financial stability. Maintain up-to-date knowledge of relevant laws and regulations. Ensure that financial practices and reporting meet all legal and regulatory requirements, minimizing risk of non-compliance penalties. Develop and maintain Management Information Systems (MIS) to provide accurate and timely financial data. Supports strategic planning and operational decision-making through enhanced data reporting capabilities. Analyze and control operational costs to improve profitability. Implement cost-saving initiatives and monitors expenditures to ensure efficient resource utilization. Design and evaluate internal control systems to safeguard assets and ensure the integrity of financial data. Conduct regular assessments and audits to identify weaknesses and implement corrective actions. Provide expert advice on financial management, investment strategies, and business planning. Assist clients in optimizing financial performance and achieving their long-term financial goals. Manage cash flow to ensure sufficient liquidity for operational needs and investment opportunities. Develop cash flow projections and strategies to maintain optimal cash balances and financial flexibility.

Overview

12
12
years of professional experience
3
3
Certifications
4
4
Languages
3
3
years of post-secondary education

Work History

Senior - FAAS, Statutory Reporting

EY Global Delivery Services
03.2025 - Current
  • Led statutory financial reporting for global clients in compliance with IFRS and local GAAP.
  • Coordinated with EY onshore teams to support audit readiness and finalize financials.
  • Delivered financials and disclosures aligned with group-level reporting standards.
  • Supported internal controls testing and improvements across reporting processes.

Advisor Finance & Tax

Sadasivan. C. S & Associates
03.2024 - 03.2025
  • Provide financial planning support to clients.
  • Prepare financial statements as per IGAAP/INDAS.
  • Respond to prospective customer queries about financial planning.
  • Maintain awareness of latest legislative changes that may affect financial planning.
  • Prepare for tax payments and tax data collection & work with the external advisors to determine future tax requirements and take the required measures.
  • Work with and negotiate with tax authorities.
  • Prepare and present reports to executive management on tax matters.
  • Implement, maintain and document appropriate internal controls.
  • Preparation & Filing of Tax returns.
  • TDS & Advance Tax Compliance.

Team Leader - Corporate & Investment Banking

JP Morgan Chase & Co
06.2022 - 03.2024
  • Achieved a remarkable 95% success rate in tax reclaims, securing $2M in savings for clients facing double taxation, while collaborating on over 60 UK cases leading to increased core processing accuracy and significantly client satisfaction.
  • Orchestrated tax refund filings with precision, ensuring full compliance with FATCA and CRS regulations through meticulous documentation and a profound understanding of global tax laws.
  • Administered core processing applications, providing real-time updates on transactions and presenting vital metrics that facilitated strategic, data-driven decision-making for the senior management.
  • Spearheaded process enhancements that cut manual intervention by 30%, streamlined operations, and dramatically improved overall efficiency.
  • Successfully handled financial reporting of multiple Private Equity Funds, Hedge Funds, Pension Funds (100% Quality).
  • Secured peer-to-peer appreciation for consistently going the extra mile-2023.
  • Directed and mentored a global team, ensuring the consistent and accurate execution of investment banking operations (regulations) across multiple regions.
  • Oversaw the development and implementation of tax strategies, ensuring compliance with international tax regulations and mitigating risks.
  • Coordinated with cross-functional teams to streamline CIB processes, enhancing operational efficiency and accuracy.
  • Analyzed complex tax issues and provided strategic recommendations to senior management, supporting informed decision-making.
  • Monitored changes in global tax laws and regulations, adapting policies and procedures to maintain compliance.
  • Managed the preparation of financial statements for different funds as per IFRS, INDAS periodically.
  • Facilitated training and development programs for team members, promoting continuous learning and professional growth.
  • Facilitated Onboarding, Regulatory Compliances for The CIB Business LOB.
  • Monitored Capital Transactions & Processed Non Related Cash Movements.
  • Monitoring Regularly Corporate Actions & Managed Regulatory & Accounting Functions for the same.
  • Monitoring the Fund Positions & making timely communications & reports with external stakeholders as well as the senior management and other stakeholders within JPMC.
  • Cultivated strong relationships with external advisors and tax authorities, ensuring effective communication and resolution of tax-related matters & other investment banking related queries & issues.
  • Led initiatives to enhance tax & regulatory reporting systems, leveraging technology to improve data accuracy and reporting capabilities.

Associate Solution Advisor

Deloitte
01.2022 - 06.2022
  • Rated as one of seven employees by the Onshore project lead at Deloitte USI for successfully delivering projects with tight deadlines in 2022.
  • Offered expert financial consulting for a diverse portfolio of assets, utilizing advanced valuation models under US GAAP to provide critical insights for deals exceeding $50M, thereby enhancing the quality of informed decision-making.
  • Delivered comprehensive analytical insights for M&A transactions, evaluating normalized working capital, cash positions, and potential adjustments, which accelerated decision-making processes for transactions worth over $100M.
  • Elevated the value of financial reporting by navigating evolving regulations and implementing efficient solutions, drawing on accounting expertise to optimize operational efficiency.
  • Applied technology-driven solutions to meet complex reporting requirements, streamlining financial close and reporting processes, and saving over 100 reporting hours annually.
  • Developed and presented strategic financial recommendations, leveraging in-depth analysis to guide senior management in making sound investment decisions.
  • Coordinated with cross-functional teams to refine financial models and reporting standards, ensuring alignment with industry best practices and regulatory compliance.

Article Assistant

CS Sadasivan
03.2018 - 03.2020
  • Directed ROC initiatives for over 80 clients, creating more than 50 detailed financial projections and preparing CMA data for loans surpassing $10M, while managing bookkeeping for more than 120 businesses.
  • Ensure flawless compliance with ROC Forms, Companies Act and IT Assessments through an extensive understanding of regulatory requirements.
  • Led the submission of annual returns, financial statements, and annexures, ensuring strict adherence to regulatory deadlines and enhancing financial transparency.
  • Expertly handled complex bookkeeping and certification processes, demonstrating unparalleled precision in financial administration and compliance.
  • Developed and optimized processes for financial reporting and compliance, significantly improving the accuracy and timeliness of client submissions.
  • Offered strategic advisory services on regulatory compliance, assisting clients in navigating complex financial regulations and maximizing operational efficiency.

Article Assistant

S Venkatram & Co
03.2017 - 03.2018
  • Executed precise accounting tasks, enhancing MIS reporting, and optimizing tax compliance processes by mastering TDS, GST, and income tax procedures.
  • Led diverse audit engagements, accurately computing taxes and analyzing statements, utilizing extensive knowledge of tax compliance, auditing, and data analytics.
  • Conducted over 20 advisory audits for public sector undertakings, optimizing revenue cycles, inventory management, and regulatory compliance through expert audit planning.
  • Managed comprehensive taxation responsibilities, preparing over 300 income tax returns, reconciling more than 500 TDS cases, and ensuring GST compliance for 150+ clients, while facilitating a seamless transition to the GST regime.
  • Enhanced MIS reporting accuracy and efficiency, ensuring the timely provision of financial data for strategic decision-making.
  • Applied advanced data analytics to provide actionable financial insights, supporting informed business decisions and improving overall financial management.
  • Led Statutory PMS Audits for Banks, advising them with regards to classification of various investments.

Senior Assistant

CSSadasivan
01.2014 - 01.2016
  • Was a part of Statutory Branch Audits of Public Sector Banks analyzed cash positions, currency chest, loans and advances and assisted in filing of long form audit report, npa provisioning, filing of tax audit report.
  • Filed Financial Statements, Annual Returns of Companies also other Company, Director & Auditor Related ROC forms as per The Companies Act.
  • Assisted in Preparing Annexures and filing of forms related to Assessments, Scrutiny as required by IT Officials.
  • Prepared Projected Financial statements and CMA Data which is required for obtaining Term Loans/Working Capital Loans, for Various Clients.
  • Independently handled Bookkeeping services, Certifications, Preparation, Finalization of Financial Statements and Payroll Management.

Education

Chartered Accountant - undefined

Institute of Chartered Accountants of India
01.2021

B.Com (Finance & Accounts) -

IGNOU( Indira Gandhi National Open University)
Delhi
Dec.2016 - Dec.2019

Certification

Hedge Fund Accounting-End to End Accounting, 2024, Udemy

Personal Information

Nationality: Indian

Timeline

Senior - FAAS, Statutory Reporting

EY Global Delivery Services
03.2025 - Current

Advisor Finance & Tax

Sadasivan. C. S & Associates
03.2024 - 03.2025

Team Leader - Corporate & Investment Banking

JP Morgan Chase & Co
06.2022 - 03.2024

Associate Solution Advisor

Deloitte
01.2022 - 06.2022

Article Assistant

CS Sadasivan
03.2018 - 03.2020

Article Assistant

S Venkatram & Co
03.2017 - 03.2018

B.Com (Finance & Accounts) -

IGNOU( Indira Gandhi National Open University)
Dec.2016 - Dec.2019

Senior Assistant

CSSadasivan
01.2014 - 01.2016

Chartered Accountant - undefined

Institute of Chartered Accountants of India
Srinivasan CSChartered Accountant